In this Episode I speak with Ivan Montoya. Ivan is the founder and managing director of NuMundo Ventures, a pre-seed & seed stage venture capital fund focused entirely on Latin America. We discuss the current state of Venture Capital in Latin America, the challenges and opportunities the region presents, NuMundo's "LATAM Early Stage 100" list, and towards the end we dig into a few of NuMundo's portfolio companies. If you want to connect with Ivan and follow his work you can find him on ...

In this episode I speak with Alejandro Cifuentes, the Chief Investment officer at MMG Bank in Panama. this is a wide ranging discussion on the economies and investment landscapes in Panama and El Salvador. We touch on Panama's Cobre Copper Mine, the geopolitical situation with the panama canal, El Salvadors IMF package, and more! If you want to follow Alejandro and his work, you can find him on LinkedIn and X: LinkedIn: https://www.linkedin.com/in/alejandro-cifuentes-cfa-b13b1994/ X...

In this episode I speak with Jonathan Combeau. Jonathan has a ton of experience working with Colombian financial markets. He currently works with wealth management and private banking for high net worth Colombian clients. We talk about the investment landscape in Colombia, tariffs, the 2026 presidential election, and Colombia's investment culture. This conversation is full of useful information for investors interested in Colombia. If you want to connect with Jonathan and follow his work,...

In this episode I talk to Frederico Nobre, Head of Research at Brazilian brokerage Warren. Frederico is also an analyst specialized in commodities companies, especially Brazil’s Oil & Gas sector.Frederico gives an overview of Brazil's current Macro environment and the state of the country's Oil & Gas industry. We discuss Brazil's oil giant, Petrobras, in detail. We also dig into a few of Brazil's smaller oil and gas producers like PetroRio and the merger that created Brava Energia.You...

In this Episode I speak with Jose Bezies Cortes. Jose is an experienced equity analyst that covers Mexican stocks.We do a deep dive into Mexico's retail industry and some of its major companies. First, Jose gives a macro overview of Mexico's retail industry and his future outlook.Then we dig into two specific stocks: Coco-Cola FEMSA, including their convenience store brand Oxxo, and then the retailer Chedraui.This conversation is full of useful information for investors interested in Mexico a...

In this episode I speak with Dr. John Welch. John is an economist and professor that has had a long and successful career covering Latin American. He has worked as a managing director at major financial institutions in Latin America, including as the chief economist at Banco Itaù.Currently John runs his own research firm called Research for Emerging Markets. He is also a University economics professor.In our conversation we discuss the current state of the Argentine and Brazilian economies, i...

In this episode I speak with Gabriel Boente and Luis Gustavo P. Santos. They both work on the equity derivatives team at Options & Co, a Brazilian options investment advisory firm.We do a deep dive into Brazil's beef industry, discussing the recently approved transaction between Marfrig and Minerva. This transaction was valued at around $1.5 billion USD, making it one of the largest transactions in the history of Brazil's beef industry.We talk about Brazil's beef industry in general, incl...

In this episode I speak with Pedro Dejneka. Pedro is the co-founder of MD commodities where he provides expert analysis on Brazil's agricultural commodities markets to his clients.To learn more about Pedro's background, check out our previous podcast: https://www.youtube.com/watch?v=lNahYad6CmQ&t=1sIn this discussion we do a deep dive into the current state, and future outlook, for global corn and soybean markets. We also touch a bit on coffee markets, as well as a the impact of seve...

In this episode I speak with Ian Bezek. Ian is an investor and analyst that covers Latin America. He regularly covers Latin American investments for the readers of his popular newsletter and Twitter (Links Below).We discuss Mexico's election and its impact on the country's investment markets, President Milei's first 9 months as the president of Argentina, and the current state of Colombia's economy and markets.You can connect with Ian and follow his work on Twitter/X and Substack:Twitter/X: h...

In this episode I speak with Rafael Nunes, Managing Partner of Harbour Capital. Harbour is a Brazilian investment firm focused on private credit and alternative assets.We discuss Brazil's private credit landscape, structuring private credit investments in Brazil, as well as some of the areas Rafael is finding attractive investment opportunities like machine financing and financing for Brazil's tobacco industry.If you want to follow Rafael and learn more about Harbour Capital, follow the links...

In this episode I speak with Garrett Goggin. Garrett is an analyst and investor specialized in precious metals and precious metals mining stocks. He runs a popular investment newsletter called The Golden Portfolio.We discuss Garrett's outlook for gold and silver. Then we speak generally about analyzing and investing in mining stocks. Later in the conversation I ask Garrett about Calibre Mining, Nicaragua's largest gold mining company. He also mentions a few other LATAM mining stocks that are ...

In this episode I speak with Francisco Kops, Chief Investment Officer at Ivest, a Brazilian multi family office. Francisco has a ton of experience working with Brazilian investment markets. He has previously worked as a research analyst and portfolio manager at some of Brazil's leading companies.We discuss a wide range of topics related to Brazil's financial services industry and markets. We talk about Ivest and the Brazilian family office landscape. We also discuss Brazilian equities, rates,...

In this episode I speak with BowTiedMara, a very popular english speaking Twitter account that posts about politics, lifestyle, and economics in Argentina. He also manages SOV Spot, a consultancy helping expats with visa and residency services. BowTiedMara is one of my favorite sources of information about Argentina.This is a wide ranging discussion where we talk about Milei's first 6 months as president, the current state of Argentina's economy, the peso, tourism in Argentina, and the real e...

In this episode I speak with Fletcher Kosut, managing partner at Buzios Consulting. Buzios is a recruiting firm specialized in executive level recruiting for Latin American financial markets.Fletcher has a ton of experience working with Latin American financial services companies and provides really interesting insights into this job market for both job seekers and companies.If you want to connect with Fletcher and follow his work, you can find him on LinkedIn:LinkedIn: https://www.linkedin.c...

In this episode I speak with Mack Meyer. Mack runs the publication Startups Mexico, where he covers the Mexican startup and venture capital ecosystem. He has interviewed and profiled some of the leading founders, venture capitalists, and startups in Mexico.We discuss Mack's background and what attracted him to the Mexican startup world. We cover the current state of the ecosystem including some of the major difficulties, as well as the opportunities in the future.This is a really interesting ...

In this episode a speak with Scott Freeman, an investment analyst at Variant Perception. Variant Perception is an investment research firm that builds predictive investment models.We discuss some of Variant Perception's models as they relate to LATAM and how Scott is interpreting them. Topics discussed include copper & gold, LATAM election cycles, and using capital cycles to identify attractive equity markets and industries in LATAM.I have found Variant Perception's platform very useful, ...

In this episode I speak with Daniel Gewehr. Daniel is the head of equity strategy at Itaú, one of Brazil's largest banks and most important banks.Our conversation is a deep dive into Brazil's equity market including topics like market structure, relevant industries and sectors, as well as current international investor sentiment based on Itaú's recent event in New York City.You can read some of Daniel's recent research here: https://shorturl.at/0kVJfIf you want to connect with Daniel and...

In this episode I speak with Fabio Jamra. Fabio is a Partner at RGS Partners, one of the leading M&A firms in Brazil. We discuss the Brazilian mergers & acquisitions market in detail, including the recent history of M&A in Brazil, inbound versus outbound M&A, and future trends.Fabio is focused on Tech and Software M&A, so we dig into that market in detail and then discuss a recent deal Fabio worked on.The Brazilian M&A market is robust, but gets very little covera...

In this episode I speak with Raphael Palone, Managing Partner of FK Partners. FK partners is the largest financial markets certifications education company in Brazil. Their courses help students prepare for local Brazilian certifications, as well as international certifications like the CFP & CFA.FK Partners offers over 90 courses, has 165 professors, and has attended over 210,000 students.This is a really interesting conversation about financial education in Brazil, careers in Brazi...

In this episode I speak with Federico Orsi. Federico is a founding partner of Impactio finance, a finance and economics advisory firm that advises firms, startups, and investment funds on their investments in Argentina. He is also a finance professor at Universidad Austral in Argentina.We cover a wide range of topics related to Argentina's economy and investment landscape. We discuss inflation, the peso & potential dollarization, industries & assets classes that could perform well in ...